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Commented by André Will-Laudien on January 19th, 2026 | 07:10 CET
Explosive mix: Critical metals and e-mobility! BYD, Mercedes-Benz, Graphano Energy, and RENK in focus
E-mobility in Germany could gain fresh momentum in 2026, as the CDU wing of the federal government is pushing for the reintroduction of purchase incentives for electric vehicles, retroactively including those registered since the beginning of the year. There is still a need for discussion within the SPD due to other issues. German citizens are familiar with the nerve-wracking process of reaching compromises in Berlin, where a new law can only be passed with five other concessions to the coalition partner. This is how grand coalitions work: slowly and tenaciously. Regardless, the public has become accustomed to this carnival event, and for us, stock market traders, it is important to look at the possible effects of such subsidy decisions. According to estimates from the Federal Ministry for the Environment, available funding could support the purchase of up to 800,000 electric vehicles - roughly 1.6% of all registered vehicles in Germany. The planned incentives aim primarily to ease the transition to e-mobility for low- and middle-income households. Do not look a gift horse in the mouth! How are automotive stocks doing on the stock market?
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Commented by Fabian Lorenz on January 19th, 2026 | 07:05 CET
Undiscovered energy stock for the AI boom! CHAR Technologies set for breakthrough in 2026!
In 2026, investors are once again rushing to buy energy stocks that are benefiting from the AI boom in the US. Bloom Energy, for example, has already exploded by over 50% in the early part of the year. However, with a value of USD 35 billion, the Company is anything but a bargain. CHAR Technologies is still an undiscovered gem in this sector. The Canadians produce coal and gas substitutes from waste materials. Research is no longer being conducted; instead, production is taking place on an industrial scale this year. The stock appears to be far too cheap and should take off in 2026.
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Commented by Armin Schulz on January 19th, 2026 | 07:00 CET
Winning the race for critical raw materials: Standard Lithium, Power Metallic Mines, and Lynas Rare Earths under scrutiny
The new front line of the global economy does not run through war zones, but through mines and refineries. The strategic battle for critical raw materials is in full swing, driven by geopolitical tensions and the relentless pace of the energy transition and new technologies. Dependence on a few sources for essential materials has proven to be a massive vulnerability, now forcing nations into an unprecedented race for secure supply chains. In this race for supply sovereignty and technological leadership, three specialists are coming into focus: Standard Lithium, Power Metallic Mines, and Lynas Rare Earths.
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Commented by André Will-Laudien on January 16th, 2026 | 08:15 CET
Up 700% and still going strong! Almonty, Deutz, and Infineon under the microscope
It goes without saying that stocks that are performing well do not necessarily have to stop. Often, new business models only become interesting over time, or companies change their focus to become attractive targets for investors again. Almonty Industries is considered a representative of critical metals. The stock has risen 700% in the past 12 months. However, so much has changed in the group that analysts now have to recalculate here as well. Drive specialist Deutz is consistently focusing on military applications, and Infineon is discovering its relevance in solving energy problems in large computing facilities and in e-mobility. New concepts, new valuations – the world keeps turning! Where should investors get in now?
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Commented by Armin Schulz on January 16th, 2026 | 07:25 CET
Antimony Resources: Three powerful drivers form the perfect antimony wave
While much of the investment world is rushing to tungsten and lithium, a great opportunity is emerging in the shadows. Antimony, a metal essential for flame retardants, defense, and electronics, is characterized by an overwhelming dependence on China and recurring export restrictions. Against this backdrop, Antimony Resources is advancing its flagship Bald Hill project in Canada with notable precision. The combination of exceptional geology, rising geopolitical urgency, and operational momentum could make the Company the unlikely winner of a new era of raw materials.
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Commented by Nico Popp on January 16th, 2026 | 07:20 CET
Green Capital 2.0: How RE Royalties is closing the gap between Hannon Armstrong and Altius
The end of cheap money is forcing wind and solar park developers into a new reality: traditional banks are withdrawing from risk financing, but the investment pressure for the energy transition remains high. Specialized royalty financiers are stepping into this vacuum. While established players such as Hannon Armstrong and Altius Renewable Royalties already dominate this segment, the still largely undiscovered player RE Royalties now offers investors the opportunity to be at the beginning of a similar growth curve. The massive gap between developers' capital requirements and what banks have to offer is the ideal breeding ground for this business model.
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Commented by Fabian Lorenz on January 16th, 2026 | 07:15 CET
ENERGY decides the AI race between the US and China: Siemens Energy, Oklo, and American Atomics stand to benefit
The race between the US and China for superior artificial intelligence (AI) is in full swing. More and more experts expect that the winner will not be decided by semiconductors from NVIDIA & Co., but by something much simpler: who has the cheapest energy! As a result, the US is investing heavily in nuclear energy. Old reactors are being brought out of retirement, and new ones are to be built in record time. It is therefore not surprising that Siemens Energy's stock outperformed NVIDIA and Alphabet last year. Can the DAX-listed company continue this performance? Oklo and American Atomics are also among the beneficiaries. Who is cheap?
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Commented by André Will-Laudien on January 16th, 2026 | 07:10 CET
AI, defense, and the energy crisis - Things are looking up! E.ON, CHAR Technologies, DroneShield, BayWa
Things are continuing where they left off in 2025. The colorful US President Trump is now threatening Greenland and Iran at the same time, raw materials remain in demand, and the Western industrial world is worried about its supply chains. At the same time, the increasing use of artificial intelligence is keeping energy efficiency and supply issues at the forefront of public and corporate attention. Sophisticated business models allow investors to identify promising strategies that are resilient in a fragile and uncertain world. Below, we highlight a few notable examples.
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Commented by Fabian Lorenz on January 16th, 2026 | 07:05 CET
First Majestic reports, but the stock fails to benefit! Bayer continues to rise! Silver Viper takes off!
The upward trend in silver remains fully intact, and clear triple-digit price targets are circulating through the market. Yesterday, core holding First Majestic Silver reported on the fourth quarter and full year 2025. However, the stock failed to benefit from the news. Investors may find better opportunities in 2026 with Silver Viper shares. The silver explorer is undergoing a transformation and now holds three projects in Mexico. The most recent capital increase was met with strong demand, and drilling programs and results are expected in the current year. Looking at the share price chart of Bayer, one might think that the Leverkusen-based company had struck silver. The share price rose sharply in the first few days of the new year. However, analysts believe the upside potential has largely been exhausted.
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Commented by Nico Popp on January 16th, 2026 | 07:00 CET
Trash to gas: How A.H.T. Syngas, EQTEC, and 2G Energy are making companies self-sufficient
German industry is undergoing one of its toughest trials. The "trilemma" described by analysts - volatile energy prices, rising CO2 taxes, and the physical uncertainty of the power grids - has driven production costs to a level that poses a massive threat to competitiveness. While politicians debate hydrogen pipelines that will take years to complete, innovators are already creating a new reality: decentralized energy supply from waste materials. Three players are emerging in this booming sector, working together to solve the puzzle of energy self-sufficiency. While CHP market leader 2G Energy provides the hardware for a green future with its engines and British supplier EQTEC validates gasification technology worldwide, Germany's A.H.T. Syngas Technology closes the crucial gap for small and medium-sized enterprises. With compact plants, A.H.T. transforms industrial waste into the clean gas that keeps the engines running – regardless of Putin's war or price jumps on the Leipzig energy exchange EEX.
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